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Lunch & Discussion
Tuesday, May 11, 2010 11:45 a.m. PT
Description

Cost: SF NIRI Members: $35
Non-members and guests: $45

Register Online: http://acteva.com/booking.cfm?bevaID=202847


NIRI - San Francisco April 13th Lunch & Discussion
Tuesday, April 13, 2010 11:45 a.m. PT
Description

Cost: SF NIRI Members: $35
Non-members and guests: $45

Register Online: http://acteva.com/booking.cfm?bevaID=201660


NIRI - San Francisco - Differentiation & Results Every Time You Talk
Tuesday, March 9, 2010 11:45 a.m. PT
Description

Cost: SF NIRI Members: $25
Non-members and guests: $25

Register Online: http://acteva.com/booking.cfm?bevaID=199696

LocationLe Meriden Hotel's The Exchange Room

NIRI - San Francisco: Shareholder Lawsuits 2010: "The Pause that Refreshes"
Tuesday, February 9, 2010 11:45 a.m. PT
Description

Cost: SF NIRI Members: $25
Non-members and guests: $25

Register Online: http://acteva.com/booking.cfm?bevaID=197485

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

LocationLe Meridien Hotel, The Exchange Room
333 Battery St. (between Sacramento & Clay)
San Francisco, CA

NIRI - San Francisco: Proxy Season Discussion
Tuesday, January 12, 2010 11:45 a.m. ET
Description

Cost: SF NIRI Members: $25
Non-members and guests: $25

Register Online: http://www.acteva.com/booking.cfm?bevaID=194627

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

LocationOrrick, Herrington & Sutcliffe LLP
405 Howard Street
San Francisco, CA 94105

NIRI - San Francisco Holiday Event: NIRI Gives You Wings
Thursday, December 10, 2009 5:00 p.m. PT
Description

Cost: SF NIRI Members: $45
Non-members and guests: $65

Register Online: http://www.nirisv.org/events/moreinfo.asp?event=112

Event Sponsor: Ipreo

LocationHiller Aviation Museum
601 Skyway Road
San Carlos, CA 94070

NIRI - San Francisco: Communication Strategies for Micro/Small Cap Companies
Tuesday, November 10, 2009 11:45 a.m. PT
Description

Cost: SF NIRI Members: $35
Non-members and guests: $45

Register Online: http://www.acteva.com/booking.cfm?bevaID=192192

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

LocationBankers Club, 52nd Floor of B of A Building
555 Californina Street (betw Montgomery & Kearny)
San Francisco, CA 94111

NIRI - San Francisco: What's Ahead for Equity Markets
Tuesday, October 13, 2009 11:45 a.m. PT
Description

Cost: SF NIRI Members: $35
Non-members and guests: $45

Register Online: http://acteva.com/booking.cfm?bevaID=191077

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

MEETING CANCELED NIRI - San Francisco: Setting Your IR Strategy
Tuesday, September 15, 2009 11:45 a.m. PT
DescriptionTo celebrate the Kick-Off of the new NIRI San Francisco year, San Francisco NIRI members can bring a non-San Francisco NIRI member for free!

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: Jeff Morgan, NIRI National President and CEO
Tuesday, May 12, 2009 12:00 p.m. PT
Description

Please join us to greet NIRI’s new president and CEO, Jeff Morgan. Jeff will provide a macro-level perspective on the most pressing issues faced by today’s IR practitioners.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Rick Baggelaar and Mike Canady

Register Online: http://acteva.com/booking.cfm?bevaID=181201

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersJeff Morgan, President & CEO, NIRI National
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: The Pilgrimage to Warren Buffett's Omaha
Tuesday, April 21, 2009 11:30 a.m. PT
Description

A Hedge Fund Manager’s Dispatches from Inside the Berkshire Hathaway Annual Meeting

Cost: $45 register & pay in advance; $65 pay at the door
For this event, members and non-members pay the same amount.

Organizer: Gabe Togneri

Register Online: http://acteva.com/booking.cfm?bevaID=180432

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersJeff Matthews, Author, Blogger and Hedge Fund Manager
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: NASDAQ Perspectives on the Financial Markets
Tuesday, March 3, 2009 12:00 p.m. PT
Description

Please join us for an informative discussion on short selling and the financial markets.

Dr. Frank Hatheway, Chief Economist, NASDAQ OMX will provide his thoughts on current changes in the financial markets. Dr. Hatheway is Chief Economist of NASDAQ OMX Group responsible for projects and initiatives to support the markets and improve market structure. Since joining NASDAQ OMX, he has done a number of studies on NASDAQ and other markets, developed NASDAQ’s opening and closing auctions, and advised on initiatives such as the launch of the NASDAQ Options Market and NASDAQ OMX Europe. He is a regular speaker on the economy with particular emphasis on the role of financial markets. Dr. Hatheway has served as an Economic Fellow and Senior Research Scholar with the U.S. Securities and Exchange Commission and received his Ph.D. in Economics from Princeton University.

Topics include;

  • What does the new presidential administration mean for the economy and financial markets?
  • What will the ongoing deleveraging process mean for financial markets moving forward?
  • What does the future look like for hedge funds, investment banks, short sellers and other market players?
  • What can companies do to more effectively position themselves as an investment opportunity amid equity market instability?

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Dylan James

Register Online: http://www.acteva.com/booking.cfm?bevaID=177704

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersTBD .
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: Influencing Your Audience - Writing Workshop
Tuesday, February 10, 2009 12:00 p.m. PT
Description

Please join us for a writing workshop focused on how to craft messages and speeches using principles of behavioral psychology so that you influence the audience's thinking.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Christine Waarich

Register Online: http://acteva.com/booking.cfm?bevaID=175799

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersKen O'Quinn, Writing with Clarity
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: Proxy Season Preview from an Expert Panel
(Joint meeting with Corporate Secretaries)

Tuesday, January 13, 2009 12:00 p.m. PT
Description

Please join us for an exciting panel discussion on the issues facing corporations in this year’s proxy season. Our expert speakers will address both logistical challenges (e.g., web-based), as well as difficulties getting topical proposals passed – both those placed on the ballot by management, and those by shareholders.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Andy Wilcox

Register Online: http://acteva.com/booking.cfm?bevaID=171920

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersJohn Siemann, Laurel Hill Advisory Group
Abe Friedman, Barclays Global Investors
Robert McCormick, Glass Lewis
Christopher Hummel, Broadridge Financial Solutions
Andrew Wilcox, Moderator
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: IR Best Practices w/ Rivel
Tuesday, December 9, 2008 12:00 p.m. PT
Description

Please join us for a discussion on best practices with Rivel as we look ahead to Calendar Year 2009.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Alex Hughes

Register Online: http://acteva.com/booking.cfm?bevaID=171916

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersBrian Rivel, Rivel
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco: Targeting International Investors
Tuesday, November 11, 2008 12:00 p.m. PT
Description

Please join us for a panel discussion on targeting international investors.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Mike Canady

Register Online: http://acteva.com/booking.cfm?bevaID=169786

Event Sponsor: TBD.  Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersRuth Cotter, AMD
TBD .
Moderator: Neal Rosen, Kalt, Rosen / Ruder Finn
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco:Electronic. Shareholder Forums & Blogs
Tuesday, October 14, 2008 12:00 p.m. through Tuesday, October 14, 2008 1:30 p.m. PT
Description

Please join us for a panel discussion on the recent SEC ruling regarding Electronic Shareholder Forums as well as blogs and what the implications are for implementation.

Cost: SF NIRI Members: $35 register & pay in advance; $40 pay at the door
Non-members and guests: $45 register & pay in advance; $50 pay at the door.

Organizer: Jennifer Garrison

Register Online: http://acteva.com/booking.cfm?bevaID=168239

Event Sponsor: TBD. Please contact the Organizer above if you are interested in sponsoring the event.

SpeakersMike O'Brien, Co-Founder, iMiners
Abe Wischinia, IR Consultant
TBD .
Chris Hummel/ Sharyn S. Bilenker, Broadridge
Moderator: Neal Rosen, Kalt, Rosen / Ruder Finn
LocationBankers Club (52nd Floor)
555 California St. (between Montgomery & Kearny)
San Francisco, CA

NIRI - San Francisco hosts September Kick-off Event
Thursday, September 11, 2008 6:45 p.m. PT
LocationSan Francisco, CA

Effective IR Programs
Tuesday, May 13, 2008 12:00 p.m. PT
DescriptionTuesday, May 13
Time: Noon- 1:30PM
Place: Bankers Club

Topic: Effective IR Programs
Greenwich Associates conducts nationwide surveys related to the finance functions of corporate America. Each year, they conduct a survey of hundreds of institutional investors' to measure the relative effectiveness of investor relations programs. Greenwich's Investor Relations Management research is designed to assist companies in evaluating the performance of their investor relations program. The results provide companies with the information to compare their IR program against their industry peers relative to specific service categories and rank the Wall Street firms that generate the best research in each industry, as viewed by the buy-side. At this luncheon, Greenwich will describe the quantitative and qualitative feedback obtained through their survey, and the validity of the results.
Event Organizer: Gabe Togneri
To Register: http://acteva.com/booking.cfm?bevaID=158128
LocationBankers Club
Supporting Materials
Download Event Supporting Material Greenwich Associates Investor Relations Management Benchmark Study Overview

Perspectives from Investment Banking
Tuesday, April 8, 2008 12:00 p.m. PT
DescriptionTuesday, April 8
Time: Noon- 1:30PM
Place: Bankers Club

Topic: Perspectives from Investment Banking
Come hear perspectives from investment bankers on the investment industry, latest trends, and best of class interactions with investor relations.
Event Organizer: Neal Rosen
To Register: http://acteva.com/booking.cfm?bevaID=155224
LocationBankers Club

IR Benchmarking
Tuesday, March 11, 2008 12:00 p.m. PT
DescriptionTuesday, March 11
Time: Noon- 1:30PM
Place: Bankers Club

Topic: IR Benchmarking
Gaston Kent, V.P. of Investor Relations at Northrop Grumman in L.A. Perception studies and benchmarking – A practitioner’s view of measuring the effectiveness of the Investor Relations function at a Fortune 50 company. Using process excellence and 6 Sigma techniques to measure IR. Qualitative and quantitative assessments of your current and potential shareholders. What executive management and the Board of Directors want to know about how the company and its management are perceived in the marketplace.
Event Organizer: Pierre Hirsch
To Register: http://acteva.com/booking.cfm?bevaID=152703
LocationBankers Club

Earnings Guidance Learn More
Tuesday, February 12, 2008 12:30 p.m. PT
Description Phyllis Proffer
To Register: http://www.acteva.com/booking.cfm?bevaID=150896
Location300 Montgomery Street

Proxy Season Discussion Learn More
Tuesday, January 8, 2008 12:00 p.m. PT
DescriptionAndy Wilcox
To Register: http://www.acteva.com/booking.cfm?bevaid=147631
LocationBankers Club

Holiday Event
Tuesday, December 11, 2007 5:30 p.m. PT
Description Kirsten Chapman
To Register: http://www.acteva.com/booking.cfm?bevaid=146636
LocationBankers Club

Shareholder Activism Panel Learn More
Tuesday, November 13, 2007 12:00 p.m. PT
Description Dylan James
To Register: http://www.acteva.com/booking.cfm?bevaid=144449
LocationBankers Club

Buyside/Sellside Panel Learn More
Tuesday, October 9, 2007 12:00 p.m. PT
Description Jennifer Garrison
To Register: http://www.acteva.com/booking.cfm?bevaid=143645
LocationBankers Club

Investor Relations Today Learn More
Tuesday, September 18, 2007 12:00 p.m. PT
Description Rick Baggelaar
To Register: http://www.acteva.com/booking.cfm?bevaid=142112
LocationBankers Club

NIRI San Francisco's Spring Event is set for Tuesday, May 8th
Tuesday, May 8, 2007 6:00 p.m. through Tuesday, May 8, 2007 8:00 p.m. PT

Linda Kelleher, Interim CEO, National Investor Relations Institute
Tuesday, April 10, 2007 12:00 p.m. through Tuesday, April 10, 2007 1:30 p.m. PT

Buyside Panel Discussion
Tuesday, March 13, 2007 3:00 p.m. through Tuesday, March 13, 2007 4:30 p.m. ET

Perspectives from the CEO: A view from the top -- Rivel Research
Tuesday, February 20, 2007 3:00 p.m. through Tuesday, February 20, 2007 4:30 p.m. ET
DescriptionRivel Research Group interviewed 162 CEOs about their priorities, challenges, and communications with their most important constituencies. This study seeks to uncover how a CEO aligns the board and investor relations on the company's strategy and future direction.